Lars Förberg
The Catalyst
Ideas with a spark, energy, range and the ability to start things.
Lars Förberg presents as a textbook Catalyst: he enters underperforming European public companies not to extract short-term gains but to ignite durable structural transformation. Throughout the interview, Förberg frames Cevian's entire model around being the agent of change that passive, myopic markets cannot provide.
“But once that's not happening, there is the correction mechanism of making sure that the company, from an owner's perspective, making sure that the company is going direction, that sort of long-term going to be beneficial for owners, that mechanism is not really working because the investors in the public markets are typically very passiv…”
“Make good returns over time. In those industries that we identify as attractive to invest in, we look for companies that are underperforming, even though they might have good products and services, good market global reach, but they're underperforming typically because of some bad decisions that have been made over the last five to ten ye…”
“And is this company performing as well as it should or not? And that's a very important starting point before you start talking about the solutions.”
“We just did an interview with the head of Saudi Sports and they're backing all sorts of sports like triathlons, trail running wasn't one of them, but who knows. And finally, how would you?”
Money Maze Podcast: ““The Craft of Active Equity Ownership.” The Cevian Approach to Activism, with Managing Partner & Co-Founder, Lars Förberg.”
LISTEN AT THE SOURCE ↗THE RECORD IS CHECKABLE